Advisers on the Move

Track the latest teams of advisers and brokers who are changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

For production and additional details, click on adviser(s) name for full profile.

«Considering changing firms, making a new hire or exploring an acquisition? Visit the Adviser Center.

Adviser(s) Firm joining Firm leaving AUM ($M) Date
Elyssa Kupferberg Barclays WealthMBSC Securities$009-03-2013
Zach ShillingfordBarclays WealthDeutsche Bank$005-16-2012
Mark LeytonBarclays WealthDeutsche Bank$005-16-2012
Gannon McCafferyBarclays WealthDeutsche Bank$005-16-2012
Darin LaubBarclays WealthMorgan Stanley Wealth Management$005-16-2012
Matthew Celenza, Larry DiGioiaBarclays WealthMorgan Stanley Wealth Management$2,70004-04-2012
William ClementsBarclays WealthBernstein Global Wealth Management$85001-14-2011
Don Milich, Clifford WangBarclays WealthMorgan Stanley Wealth Management$75006-16-2010
Dana Jacobs, Alan VorwaldBarclays WealthHSBC Private Bank$1,70006-05-2010
Scott Zelnick, Patrick McBrien, Heidi GuldbrandsenBarclays WealthDeutsche Bank$5,50004-20-2010
Preston McSwain & TeamBarclays WealthNeuberger Berman$1,00002-24-2010

Showing 1 to 11 of 11 entries

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Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.


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